SCRATCHING THE SURFACE...
Information Everywhere
The WebPortal can retrieve customer, job, inventory, sales, invoice, or any other relevant data from the Epicor application or a SQL database from anywhere at any time. *Offline data may be subject to caching rules.
Timely Data Entry
Users may submit information into Epicor using any internet connected device, even while sitting with a customer or at a trade show.
Workflow Optimized
Every screen includes a “Page Settings” resource to optimize most efficient workflow. This workflow may be managed globally or by individual user.
Managed Distribution Architecture
The WebPortal is hosted on a global distribution architecture to maximize uptime and performance.
Real Time Cloud Replication
With the objective of optimizing content delivery, the DataPortal may optionally cache critical data to the cloud to further negate any on-premise internet disruptions.
Minimal On-Site Requirements
The WebPortal only requires the DataPortal to coordinate data communications. No expensive, complicated, or resource intensive VPNs or Terminal Servers are necessary.
INVENTORY
Our inventory tools will save you money by optimizing data collection, increasing accuracy, and minimal employee effort.
Inventory Transfer
Instantly synchronize your physical and digital inventory.
Inventory Lookup
Find any component in your warehouse at a moment's notice.
Warehouse Management
Organize on the fly.
Cycle / Physical Count Entry
Cut employee count and time to accurately complete inventory counts.
Cycle / Physical Count Auditing
Audit Inventory faster than you can count it.
Real Time Reporting
Design your own tools for real time reporting.
Material Queuing
Digitally ensure that components are stocked correctly.
PRODUCTION
Decrease production overhead and increase accuracy.
Issue Material to Jobs
Issue material from inventory to jobs on the fly.
Return Material from Jobs
Change order? No problem. Easily return material to inventory.
Receive Finished Goods to Stock
Receive WIP to inventory at the moment it physically moves.
Return Finished Goods to WIP
Made a mistake? Easily reverse a WIP back to a job.
Material Queuing
Instruct production material movement through digital channels.
SHIPPING
Pick, pack, and ship quickly and accurately.
Shipment Entry
Create customer shipments physically and digitally in Real-Time.
Confirm Shipment
Record shipment departures in real time.
Transfer Order Shipment Entry
Create transfer orders on the fly.
Real Time Reporting
Empower your team to own their shipping data.
Material Queuing
Digitally and instantly instruct for picking, packing, and shipping activities.
RECEIVING
Receive PO's and material quickly at the dock for zero delay inventory availability.
Purchase Order Receipt
Digitally receive purchase orders.
Transfer Order Receipt
Efficiently receive transfer orders between sites.
FIELD SERVICE
Mobile tools for the road warrior.
Customer Information Lookup
Prep for customer meetings on the fly.
Customer Creation and Management
Maintain customers, call logs, and critical information at the time of enlightenment.
Part Lookup
Lookup part quanaities on hand, location, demand, or other metrics on the fly.
Online Catalog*
Online cached catalog with images, 3d models, pricing, and more for high available requirements.
DEALER MANAGEMENT
Manage dealer inventory for automatic replenishment and counting to maximize sales and minimize shrinkage.
Transfer Order Shipment
Simple tools for dealers to transfer goods to other managed locations.
Transfer Order Receipt
Dealers can acknowledge receipt of goods to maintain accurate dealer inventory.
Physical / Cycle Count Entry
Require dealers to provide counts against anticipated inventory to mitigate shrinkage.
Dealer Point of Sale
Dealers may enter sales from their site triggering inventory consumption and automatic replenishment planning.
Agent Portal
Dealers may access quote, order, invoice, shipments, secure documents, and other information in real time.
FRAMEWORK FEATURES
Our proven framework allows for powerful, expedited, and accurate tool development and distribution.
User Maintenance
Maintain users for secure and contextual information distribution.
Security Maintenance
Provide custom security through user, security group, and custom menu maintenance.
Session Maintenance
Monitor and manage authenticated and anonymous connections.
Data Source Maintenance
Configure data to flow through the portal with customized presentation and contextual security.
Custom Theming
Re-enforce your brand through custom theming.
Customizable Homepage
Sort, group, label, and customize a touch friendly homepage by user so everyone's process is optimized.
Hardware Integration
Integrates with camera, GPS, and other human interface hardware resources on Android, IOS, and Windows devices.
Workflow Optimization
Every tool has a growing list of "Page Settings" to configure its workflow.
SYSTEM HEALTH MONITORING
Holistically monitor and prevent issues in your ERP ecosystem.
ERP System Metrics
Know how your ERP system is performing, prevent issues, and identify if an issue is patch related.
Operating System
Collect CPU, RAM, hard drive, and other metrics to ensure system up time.
Database Metrics
Capture metrics on database growth, response time, and other information to optimize up-time and performance.
Trend Analysis
Review trends to identify the source of downtime and prevent future issues.